Leads are being transferred from Instagram to Nimble CRM, but we can’t figure out which ad they came from. Additionally, when a lead becomes a customer, tracking back to the initial Instagram ad isn’t possible.
This lack of tracking restricts you from measuring the success of your Instagram ads, keeping you unaware of which ads generate leads and customers. This can lead to spending on ads without any indication of their impact.
Fortunately, there’s a simple way to track each lead back to the precise Instagram campaign, ad set, and ad that generated it.
Let’s approach this one step at a time!
How to Track Instagram Ads in Nimble CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources is a simple tool for tracing where your leads come from. Once implemented on your website, it tracks up to 7 data points for each lead source.
Step 2: Add the UTM parameters to your Instagram ads
Add UTM parameters in your ad URL to collect Instagram ad details, such as campaign, ad set, and ad. Use this format:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The final URL should appear in this format:
https://www.yourdomain.com/?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-nameNote that Leadsources captures all lead source information, even when UTM parameters are not present, providing complete tracking for every lead.
Step 3: Add the hidden fields in your form
Hidden fields are elements of a form that are invisible to users, allowing them to store information that is included when the form is submitted.
In your form, Leadsources keeps the lead source data within hidden fields. Thus, when a lead submits the form, these fields are automatically populated with Instagram ad information.
Leadsources works with all popular form builders. For detailed steps on how to integrate hidden fields into your form, refer to this guide.
Step 4: Capture the Instagram ads data in Nimble CRM
When users click your ads and arrive on your site, Leadsources gathers information about the Instagram campaign, ad set, and ad data, and more.
Instagram ads data is automatically populated into the hidden fields of your form by Leadsources.
So when the form is submitted, you can check the Instagram ad data and lead details in Nimble CRM (This requires a proper connection between your form and Nimble CRM).
How does Leadsources work?
Leadsources collects Instagram ad data every time someone visits your site and automatically populates the hidden fields of your form. After submission, this information is sent to Nimble CRM, including the lead data you recorded (such as name and email).
Leadsources gathers all relevant lead source data for each individual lead:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
As outlined in the table above, when UTM parameters cannot be applied—such as with organic sources like Google search or Instagram bio links—Leadsources continues to gather certain lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Unlike other applications, Leadsources tracks lead sources throughout every marketing channel, whether organic or paid.
Choose a channel to uncover the lead source data that Leadsources integrates within your form.
Performance reports: Lead, sales, and revenue by source
By collecting Instagram ad data in Nimble CRM, you can prepare performance reports that highlight:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. Instagram campaign)
- Leads, sales, and revenue by term (aka. Instagram ad set)
- Leads, sales, and revenue by content (aka. Instagram ad)
This enables you to adjust your Instagram budget in line with the campaigns, ad sets, and ads that produce the best leads, sales, and revenue.
Let’s analyze a few reports that you can produce:
1. Lead source reports
Prepare performance reports that document the leads secured through:
- Channel
- Source
- Campaign (aka. Instagram campaign)
- Term (aka. Instagram ad set)
- Content (aka. Instagram ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report informs you of the channel that is most successful at generating leads.
Example #2: Leads by Instagram campaign
Now you can emphasize on a particular lead source (e.g., Instagram) and track the leads produced by every Instagram campaign.
Example #3: Leads by Instagram ad
After determining the Instagram campaign with the highest lead generation, you can look into which specific ad group or ad drives those leads.
2. Sales and revenue source reports
Now that we know which Instagram campaign, ad set, and ad produce our leads, we should determine if these leads are effectively converting into sales and revenue.
For this purpose, link your leads to a CRM like Nimble CRM. This integration allows you to track sales and revenue from various channels, sources, Instagram campaigns, ad sets, ads, landing pages, and the subfolders of those landing pages.
With this data, you can readjust your Instagram ad strategy to focus on the channels, sources, campaigns, ad sets, and ads that have brought in the most sales and revenue.
You have the option to create multiple sales and revenue reports, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g., Instagram ad set)
- Sales and revenue by content (e.g., Instagram ad)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
Example Scenario:
| Channel | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After the launch of ads on Google and Instagram, the initial "Leads by Channel" report confirmed that Social Paid ads (Instagram) attracted more leads than Search Paid ads.
After diving into sales and revenue data in Nimble CRM, you realized that the Search Paid channel had a higher revenue yield with a lower lead count compared to the Social Paid channel. Thus, you reallocated your budget to enhance support for the Search Paid channel.
